Cortado managed workflows
Meeting Actions
Turn reviewed meeting notes into approved decisions and owned tasks you can finish.
Managed delivery · fixed recipe v1What you receive
- Trigger
- Reviewed transcript text is ready for the assigned operator.
- Inputs we need
- Authorized notes up to 8,000 characters, source reference, reviewer, task owners and agreed due dates.
- Delivered work
- Approved action plan, saved tasks and decisions, blockers, completion evidence and an export.
- Measurement
- Source items reviewed → approved tasks → completed tasks with evidence → reviewer acceptance.
- Outside this scope
- Audio recording/transcription, inferred commitments, automatic email or external project tools. AI extraction requires a separately configured connection; source-line review works now.
Proposed pilot: $750 / 30 days / up to 10 meetings. Named operator and reviewer required before service starts. Meeting Actions and Client Onboarding create tasks inside Cortado; follow-up messages are delivered by your operator through the approved channel.
Request this pilot Open operator workflow
Prepare your setup brief
Five fields. No open-ended “tell us what to build.” Download the result and bring it to your kickoff. Nothing is submitted or emailed from this form.